| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 7 | Q2 2024 | 12.1% |
| SPDR S&P 500 ETF TR | 7 | Q2 2024 | 11.4% |
| INNOVATOR ETFS TRUST | 7 | Q2 2024 | 6.4% |
| INNOVATOR ETFS TRUST | 7 | Q2 2024 | 6.1% |
| ISHARES TR | 7 | Q2 2024 | 11.9% |
| INNOVATOR ETFS TRUST | 7 | Q2 2024 | 9.9% |
| ISHARES U S ETF TR | 7 | Q2 2024 | 4.5% |
| ISHARES U S ETF TR | 7 | Q2 2024 | 4.1% |
| APPLE INC | 7 | Q2 2024 | 3.2% |
| INNOVATOR ETFS TRUST | 7 | Q2 2024 | 4.0% |
View KFG WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-19 |
| N-PX | 2024-07-03 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-18 |
View KFG WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.